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Opes Wealth Management LLC: GOOG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on GOOG, newest first. How the timeline and the estimate are built.

Opes Wealth Management LLC held 14,051 GOOG shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,051 shares
    Change vs previous 13F -302 shares

    0.69% of the 13F portfolio, value $4,030,753.

    13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 14,353 shares
    Change vs previous 13F +488 shares

    0.76% of the 13F portfolio, value $4,503,840.

    13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 13,865 shares
    Change vs previous 13F +172 shares

    0.59% of the 13F portfolio, value $3,376,869.

    13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 13,693 shares
    Change vs previous 13F -79 shares

    0.43% of the 13F portfolio, value $2,429,041.

    13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 13,772 shares
    Change vs previous 13F -2,653 shares

    0.43% of the 13F portfolio, value $2,151,577.

    13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 16,425 shares
    Change vs previous 13F +527 shares

    0.64% of the 13F portfolio, value $3,128,068.

    13F-HR 0001085146-25-000651 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 15,898 shares
    Change vs previous 13F +3,404 shares

    0.51% of the 13F portfolio, value $2,658,067.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 12,494 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,291,693.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).